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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MUS
2026
Mitsubishi UFJ Securities
Japan
– -$144K -3,040 Closed
AIP
2027
Almanack Investment Partners
Pennsylvania
– -$134K -2,827 Closed
LA
2028
Legacy Advisors
Pennsylvania
– -$105K -2,220 Closed
MS
2029
Mizuho Securities
Japan
– -$95K -2,000 Closed
PFC
2030
Phocas Financial Corp
California
– -$91K -1,930 Closed
EWM
2031
Executive Wealth Management
Michigan
– -$80K -1,695 Closed
CWA
2032
Clarus Wealth Advisors
Arizona
– -$74K -1,565 Closed
MWM
2033
Mascoma Wealth Management
New Hampshire
– -$69K -1,464 Closed
MF
2034
Manchester Financial
California
– -$66K -1,402 Closed
RWA
2035
Redhawk Wealth Advisors
Minnesota
– -$63K -1,326 Closed
SFG
2036
SevenBridge Financial Group
Pennsylvania
– -$40K -1,300 Closed
TFA
2037
Transamerica Financial Advisors
Florida
– -$51K -1,076 Closed
MWM
2038
Meridian Wealth Management
Kentucky
– -$49.6K -1,049 Closed
CFA
2039
Camarda Financial Advisors
Florida
– -$33K -691 Closed
NCM
2040
Next Capital Management
New York
– -$32K -685 Closed
PCMK
2041
Paragon Capital Management (Kansas)
Kansas
– -$24K -509 Closed
W
2042
WealthStone
Ohio
– -$14K -296 Closed
AWM
2043
AllSquare Wealth Management
New York
– -$11K -239 Closed
TA
2044
TCG Advisors
Texas
– -$7K -159 Closed
BEI
2045
Benjamin Edwards Inc
Missouri
– -$4K -75 Closed
AS
2046
Altshuler Shaham
Israel
– +$283 +6 New
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